Affinity Wealth Resources, LLC

Overview

Affinity Wealth Resources, LLC is a small, individual-owned advisory firm that focuses on serving individual and family clients. The firm reports offering portfolio management for individuals and small businesses and supplements that work with educational programming and published newsletters. Its stated fee arrangements include hourly charges and subscription fees rather than traditional AUM-based advisory billing. The dataset indicates Affinity Wealth Resources does not identify as an active ESG investor and is not coded as a multi-state adviser. The firm is marked as a limited liability company and its owner type is listed as individual. SEC registration year and broader regulatory details are not reported in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices